Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Jacksonville, FL area, Margo Castro will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
What financial planning services does Margo Castro offer?
Margo Castro specializes in Women's Financial Strategies, Domestic Partner Planning, Retirement Planning Strategies, Estate Planning Strategies, and Charitable Giving.
Where is Margo Castro's financial advisory office located?
The office is located at 13400 Sutton Park Dr S, Ste 1203, Jacksonville, FL 32224, USA.
What are the business hours for Margo Castro's office?
The office is open Monday through Friday from 9:00 AM to 5:00 PM and closed on weekends.
How can I contact Margo Castro for financial advice?
You can call +1 904-861-0650 or email margo.x.castro@ampf.com to get in touch.
Does Margo Castro offer online or onsite appointments?
Yes, Margo Castro offers both online and onsite appointments for your convenience.
Which professional associations is Margo Castro affiliated with?
Margo Castro is affiliated with CFP (Certified Financial Planner) and APMA.
Where can I find more information about Margo Castro's credentials?
More information is available on FINRA's BrokerCheck website at http://brokercheck.finra.org/.
How can nearby services like CrossCountry Mortgage or First Florida Financial complement my visit to Margo Castro's office?
Nearby mortgage brokers like CrossCountry Mortgage and First Florida Financial can assist you with home financing needs, complementing Margo Castro's financial planning services for a comprehensive approach to your financial goals.
Are there any wellness services near Margo Castro's office to help you relax before or after a consultation?
Yes, nearby places like Crisp Hair Studio and Acupuncture by Andrea offer beauty salon and holistic services to help you relax before or after your meeting.
What legal services are available near Margo Castro's location if I need estate planning assistance?
Wilkes and Mee and ALG Law Group are nearby legal service providers that can assist with estate planning and related legal matters, complementing Margo Castro's financial strategies.